Your Role

 

Creating a financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor. It’s important to:

 


  • Get acquainted.  We welcome the opportunity to meet with you to review your situation and discuss how we might help you.
  • Share your vision. In order for us to be most effective in helping you, tell us what is important to you and your dreams for your future. This is an important and basic step in our being able to help you. We may be able to anticipate many of your needs, but will not assume anything and will be carefully listening to you. That's why it's so important that you be candid in providing information.
  • Educate yourself. At the same time, we encourage you to ask a lot of questions and be inquisitive. Ask us for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.
  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.



 


Calculators

Newsletters

  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.